Portfolio manager’s commentary Portfolio ends an eventful year on a weak note Risk appetite abated and markets fell in December despite a better-than-expected US inflation print and easing inflation

Investment review Fourth quarter 2022 Capital markets ended the year on a positive note. Global equities edged higher by +9.76% during the fourth quarter in USD terms. Meanwhile, US Treasury 10-years

Monatlicher Marktrückblick Januar 2023 1 | Rothschild & Co Wealth Management | Monatlicher Marktrückblick | Januar 2023 Rückblick: Ein starker Jahresauftakt für Aktien und Anleihen Die

FÉVRIER / MARS 2023 Allocation d’actifs Mosaique Les risques cycliques auxquels les marchés ont été confrontés en 2022 pourraient s’atténuer, malgré des risques géopolitiques toujours élevés (Ukraine

Portfolio manager’s commentary Challenging month curbs positive start to the year Major central banks continue to raise interest rates with further tightening ahead and this resulted in a difficult

Mosaique Asset Allokation MAI 2023 Die konjunkturellen Risiken, mit denen sich die Märkte im Jahr 2022 auseinandersetzen mussten, haben nachgelassen, wobei die geopolitischen Risiken (

Asignación de activos Mosaique MAYO 2023 Los riesgos cíclicos con los que habían tenido que lidiar los mercados en 2022 habían ido desvaneciéndose, pese a que los riesgos geopolíticos siguieron

LongRun Equity Fund – CHF KEY FEATURES Long-term, fundamental equity strategy, using a corporate investing approach to understand, value and select companies. Fundamental unconstrained equities ▪

LongRun Equity Fund – USD KEY FEATURES Long-term, fundamental equity strategy, using a corporate investing approach to understand, value and select companies. Fundamental unconstrained equities ▪

Monthly Market Summary February 2023 1 | Rothschild & Co Wealth Management | Monthly Market Summary | February 2023 Summary: ‘Higher for longer’ prompts market rout in February Capital markets